Planning Center Online (PCO) is the next real-time integration on our list! We've begun development and it will be done soon. Be on the lookout for this integration to go live soon!
The Tithe.ly + Planning Center People integration has been designed to allow transaction and contact information to sync between Tithe.ly and Planning Center People.
How does it work?
The Tithe.ly + PCO Integration works behind the scenes to make the data integration experience seamless to donors and church admins. Once enabled, Tithe.ly handles everything automatically.
When the Tithe.ly + PCO integration has been enabled, people that give using Tithe.ly will be matched to existing people records in PCO if the individual already exists, or if it's a new giver, Tithe.ly will create that person in PCO.
- Existing people in PCO: As donations come in, for each giver coming from Tithe.ly, Tithe.ly will look for an existing person in PCO by searching for their name, email address or mobile number. If we find a match, Tithe.ly will merge the details from Tithe.ly with the details already in PCO. Once this has been done for the first time, the integration will keep records up to date.
- New people: If an existing person cannot be found in PCO, a new person will be created in PCO automatically using the details from Tithe.ly. You can even verify if Tithe.ly creates a new person by reviewing the Activity tab on the person's profile. Once a person has been created by Tithe.ly in PCO or sync'd with an existing PCO individual, the integration will permanantly keep those two records connected.
We'll keep you posted on our progress.